Purchases and Sales Made in Q3 2023 in Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.08M+ 75.74% |
$24.2M - $24.4M
|
2.5M
$56.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
348KNew |
$7.79M - $7.86M
|
348K
$7.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
270KNew |
$6.06M - $6.11M
|
270K
$6.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
210KNew |
$4.7M - $4.74M
|
210K
$4.75M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
100KNew |
$2.24M - $2.26M
|
100K
$2.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
69.4K+ 1692.54% |
$1.56M - $1.57M
|
73.5K
$1.66M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
64.4KNew |
$1.44M - $1.46M
|
64.4K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.1K+ 16.88% |
$1.44M - $1.45M
|
444K
$10M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
55.5K+ 80.27% |
$1.24M - $1.25M
|
125K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.8K+ 7.27% |
$1.21M - $1.22M
|
794K
$18M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
44.7K+ 165.03% |
$1M - $1.01M
|
71.9K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
40.3K+ 17.68% |
$904K - $911K
|
268K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
34.3KNew |
$770K - $776K
|
34.3K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.9KNew |
$716K - $722K
|
31.9K
$723K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
31.8K+ 12.86% |
$713K - $719K
|
279K
$6.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
29.3K+ 87.79% |
$658K - $663K
|
62.8K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.4K+ 12.44% |
$613K - $619K
|
247K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.2K+ 11.11% |
$586K - $591K
|
261K
$5.92M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
21.3KNew |
$478K - $482K
|
21.3K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$454K - $458K
|
20.3K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.6K+ 24.86% |
$440K - $443K
|
98.5K
$2.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.7K+ 300.59% |
$375K - $378K
|
22.3K
$505K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 9.73% |
$371K - $374K
|
187K
$4.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
16.4K+ 4.03% |
$368K - $371K
|
424K
$9.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
16KNew |
$359K - $362K
|
16K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 2.89% |
$317K - $320K
|
504K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.2KNew |
$273K - $276K
|
12.2K
$276K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 21.08% |
$263K - $266K
|
67.5K
$1.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4KNew |
$255K - $257K
|
11.4K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.7K+ 11.67% |
$239K - $241K
|
102K
$2.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.6K+ 57.44% |
$239K - $241K
|
29.2K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.91K+ 13.05% |
$222K - $224K
|
85.8K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.25K+ 27.19% |
$207K - $209K
|
43.3K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.17K+ 64.66% |
$206K - $207K
|
23.4K
$529K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.91KNew |
$200K - $201K
|
8.91K
$202K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.48K+ 0.85% |
$190K - $192K
|
1.01M
$22.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
8.29K+ 49.42% |
$186K - $187K
|
25.1K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.14K+ 10.09% |
$183K - $184K
|
88.9K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
8.1K+ 4.64% |
$182K - $183K
|
183K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.95K+ 61.56% |
$156K - $157K
|
18.2K
$413K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.5K+ 17.71% |
$123K - $124K
|
36.6K
$828K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5.44K+ 1.1% |
$122K - $123K
|
501K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.29K+ 21.19% |
$119K - $120K
|
30.2K
$684K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5.04KNew |
$113K - $114K
|
5.04K
$114K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.14K+ 1.35% |
$92.7K - $93.5K
|
311K
$7.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.09K+ 3.54% |
$91.7K - $92.5K
|
119K
$2.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 22.21% |
$84.6K - $85.3K
|
20.8K
$470K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.57K+ 35.44% |
$80.1K - $80.8K
|
13.7K
$309K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3.19K+ 6.28% |
$71.6K - $72.2K
|
54K
$1.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.16K+ 0.51% |
$70.9K - $71.5K
|
624K
$14.1M
|